There are times when you have to sit down and call your leads as part of the nurturing process. Sometimes it is a short conversation while other times, it is a bad number. It is not always easy to remember off the top of your head what type of conversation you had or did not have.
With the call outcome, you have the ability to categorize your phone calls so you can see at a glance what happened with each call. So, what are the call outcome options and when should you use each one? Review the bullet points below to learn what each option stands for and how it is applied.
- Conversation - When you speak with the lead, use this outcome. If the call is connected for more than 90 seconds, this outcome will automatically be selected.
- Left voicemail - If you had to leave a voicemail, use this outcome.
- No connection - If the call has a busy signal, it continuously rings, or is canceled, this choice will automatically be selected.
- Bad number - This will automatically be selected if the call fails to connect.
- Do not call - If a lead asks to not be called, you can use this outcome.
- Unknown - If none of the above scenarios applies to the call, use this call outcome.
It is important to note that once the call outcome card is in the activity feed, you will have up to 72 hours to make any changes to the actual outcome.
You can also add notes on the call outcome display which means fewer clicks for those of you who like to add notes about the conversation you just had.
If you have added a call outcome type and notes, you will see these appear on your activity feed for the lead. Please note, you will need to have these entered into the call outcome display before clicking save in order for the note to save as an activity card on your feed.
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